Q3 2025 Holdings
Filed 2025-10-31 | 3 holdings | $4.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge Global SA(BG) | COM SHS | H11356104 | $2.7B | 32,806,103 | 67.2% |
| Century Aluminum Co.(CENX) | COM | 156431108 | $1.2B | 40,057,356 | 29.7% |
| MAC Copper Limited | ORD SHS | G60409110 | $122.1M | 10,000,000 | 3.1% |